James OlsonCRD Number: 1572110
Current Firm: Cambridge Investment Research Advisors, Inc.
James Olson (CRD# 1572110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Rapids, MN and has over 29 years of experience in the finance industry.
Horace Mann Investors, Inc.
Thrivent Investment Management Inc.
Ameriprise Financial Services, LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Dec 2013 - Current||9|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2005 - Current||18|
|Securus Wealth Management, LLC||Minneapolis, MN||Jan 2007 - Feb 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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